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Mr. Peter Wouters

Mr. Peter Wouters, RFG., AIAA., ARP., TEP., FLMI., RHU., CFP., CLU., CHFC., ACS., ALHC., CPCA., CHS., AFSI., EPC, CIEPS Advisory Council & Faculty Chair

Peter is a well-respected, much sought after speaker and subject matter expert in tax, retirement, and estate planning. He has provided 1000s of workshops and seminars for financial advisors, professional firms, and consumer groups throughout North America.

Peter devotes much of his time working with independent advisors and other professionals uncovering issues and concerns faced by affluent individuals, professionals, and business owners. He supports their efforts in researching and developing optimal solutions for clients aimed at improving their financial well-being and supporting their personal wishes and lifestyles. He has provided 1000s of workshops, seminars, and technical support internationally on tax, retirement and estate planning issues, concepts, and strategies. Peter, an accredited Registered Financial Gerontologist, educates people of all professions who work with or specialize in the needs, expectations, and issues of an aging population.  Comprehensive lifestyle planning is an important element of these processes.  

He has been repeatedly interviewed on regional and national television, radio, newspapers, and journals as a subject matter expert on various industry issues and developments. He is a prolific writer on matters dealing with retirement, financial and lifestyle planning, for which he has received several international awards.

Among his many professional and industry affiliations are: CALU (Conference of Advanced Life Underwriting), the Society of Trust & Estate Practitioners, the Institute of Research & Planning, the Canadian Tax Foundation, the American Institute of Financial Gerontology, and the American Society on Aging. He is faculty chair of the International Elder Planning Counsellor program.

A graduate of McMaster University, Northeastern University and Widener University, Peter has over four decades of experience. He is a true student of business as attested to by his many professional designations. His articles have been published in newspapers, industry bulletins and trade journals throughout the world.

 
 

alizing in 2-day 15 CE credit seminars and online CE courses.



203-4438 Ontario Street

 Beamsville, ON  L0R 1B5

Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511


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